Atlantic Edge Private Wealth Management »

American Express Company shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of American Express Company (AXP) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in American Express Company

Tip: Access up to 7 years of quarterly data

All positions including American Express Company held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in American Express Company by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $85k 374 227.68
2023-12-31 $61k 325 187.34

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Msci Emrg Chn (EMXC)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
NVIDIA Corporation (NVDA)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding American Express Company

Berkshire Hathaway
Vanguard Group
Wellington Management Company
Jpmorgan Chase & Co
Bank of America Corporation
Massachusetts Financial Services
Fisher Investments
T. Rowe Price Associates
Norges Bank Investment Management
Legal & General Group
Harris Associates L.P
Lazard Asset Management
Artisan Partners Limited Partnership
Bank of New York Mellon
Goldman Sachs Group

View all funds holding American Express Company